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Confluence Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Confluence Wealth Services’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Buy
3,839
+93
+2% +$9.45K 0.01% 367
2026
Q1 		$358K Buy
3,746
+80
+2% +$7.92K 0.01% 299
2025
Q4 		$349K Buy
3,666
+75
+2% +$7.07K 0.01% 299
2025
Q3 		$334K Buy
3,591
+580
+19% +$52.5K 0.02% 301
2025
Q2 		$269K Buy
3,011
+190
+7% +$16.2K 0.01% 321
2025
Q1 		$233K Buy
2,821
+146
+5% +$11.8K 0.01% 318
2024
Q4 		$212K Sell
2,675
-35
-1% -$2.79K 0.01% 317
2024
Q3 		$228K Buy
+2,710
New +$219K 0.02% 318
2022
Q1 		– Sell
-868
Closed -$68K – 505
2021
Q4 		$68K Buy
+868
New +$69.1K 0.02% 394

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Confluence Wealth Services's ESGD Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.5% in Q2 2026, buying an estimated $9.45K and bringing the position to 3,839 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #367.

Confluence Wealth Services first reported a position in ESGD in Q4 2021 and has held it in 9 quarters since. 262 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Confluence Wealth Services held 3,839 shares of iShares ESG Aware MSCI EAFE ETF worth $395K as of Q2 2026.
  • Confluence Wealth Services bought 93 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.45K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #367 holding.
  • Confluence Wealth Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 9 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.